NAEA Discount Program

Avis Car Rental operates one of the world’s best-known car rental brands with approximately 5,450 locations in more than 165 countries. Avis has a long history of innovation in the car rental industry and is one of the world’s top brands for customer loyalty. NAEA members can save up to 25% off Avis base rates plus get other great offers.

Basil Practice Management is an all-in-one software solution designed specifically for accountants to streamline their workflows, enhance team collaboration, and improve client communication. With features like secure document sharing, eSignatures, task management, invoicing, and integrated chat, Basil empowers accounting firms to operate more efficiently. Its user-friendly design and simple pricing structure make it accessible for teams of all sizes, helping firms save time, stay organized, and deliver exceptional service to their clients.

NAEA members unlock 12 Months of Service for the Price of 9!

Budget Car Rental is one of the world’s best-known car rental brands with approximately 3,350 locations in more than 120 countries. Budget is an industry leader in providing vehicle rental services to value-conscious travelers and also operates the second-largest truck rental business in the United States, through a network of approximately 1,650 locations. NAEA members can save up to 25% off Budget base rates plus get other sweet deals.

CalSurance Associates has over 50 years of experience delivering comprehensive insurance products, exceptional service, and proven results to over 150,000 insured. CalSurance offers professional liability coverage exclusively available to NAEA members, including low Annual premiums and personal data compromise.

CoinTracking, with 1.2 million users, is a leader in cryptocurrency portfolio tracking and tax reporting. With its offer, CoinTracking provides a wide range of features that makes it much easier for crypto investors to track their portfolios and create a tax report. CoinTracking analyzes all trades and generates a wide range of information such as the value of each cryptocurrency, the profit / loss of the transactions made, realized and unrealized gains, evaluations for the tax return, and much more. Complementing the depth of its features, CoinTracking also offers the so-called full service, where users get the opportunity to hand over their complete effort to the crypto and tax experts of the CoinTracking team and receive a flawless result in the form of a tax report ready for submission. NAEA members receive a 10% discount on any CoinTracking plan. Learn more. 

Make your next getaway extraordinary and travel with Collette. Collette offers travelers 100 years of guided touring experience, more than 160 tours to all seven continents and full-time industry–leading tour managers. 24/7 support guides you every step of the way to your next adventure, which will include more local cuisine, inclusive activities and flights out of any gateway. 

Members can save up to $600 per person on their next guided travel tour.

Constant Contact is built to simplify the complex and confusing task of marketing your idea, even if you’re a beginner. Our award-winning team of marketing advisors are there for every customer, every step of the way, offering live, real-time marketing advice on the phone or online.

CPACharge provides accountants, bookkeepers, CPAs, and enrolled agents with a simple, secure way to accept client credit, debit, and eCheck/ACH payments from their office, on their website or from their mobile device. CPACharge also requires no contracts, setup or cancellation fees. CPACharge is trusted by the AICPA and over 40 state CPA societies.

CrossLink is the software of choice for tax professionals. Offering both online and desktop solutions, CrossLink is fast, simple, and straight-forward software that grows with your business no matter where you start or where you are going. With our industry-leading revenue opportunities, we are the link between software and success. 

NAEA members who purchase CrossLink 1040 Desktop or CrossLink 1040 Online for Tax Year 2024 at retail price will receive CrossLink Business Desktop or CrossLink Business Online for Tax Year 2024 for free. 

Financial Guardians is the premier source for industry-related cybersecurity information for the tax preparation and financial services industry. While many service providers focus on providing support for products connected to their service, Financial Guardians provides you with the education, unbiased reviews, technology basis, templates, and solutions you need to keep your firm compliant, competitive, and secure! NAEA Members receive a 30% discount off the standard Guardian Tier Membership. The NAEA Guardian Package also includes additional content specific to security tax professionals focused on growing and securing their firms.

Financial Guardians’ Founder, Brad Messner and Joshua Youngblood, are seasoned tax professionals with extension backgrounds in cybersecurity, tax & accounting, and technology. They are both nationally sought-after speakers on security and tax topics.

Auto & Home

Everyone likes options. Member Options gives you the power to choose—all while saving you time and money. Get quotes from top-rated insurance carriers on Auto, Home, Renters, and more in a matter of minutes. Answer a few simple questions online or over the phone with our licensed insurance experts to compare multiple options that meet your specific needs.

Cyber Insurance

The Cyber Liability Insurance Program is designed to provide the critical insurance coverage necessary to help protect NAEA members from the high costs and implications of a privacy breach or other cyber related incident, as well as comply with state and federal regulations and costly penalties. Visit our site for an automatic quote and instant coverage! Prices starting at $299/year for $500,000 in coverage. Do you have any questions about your insurance? Click here to get answers to your most Frequently Asked Questions about Cyber Security.

Long Term Care Insurance

NAEA is proud to offer long-term care insurance solutions to members.
With a variety of products and carriers available, you can work with an expert consultant to design an appropriate plan that meets your needs and budget. Plan for your own extended care today.

Pet Insurance

Help take the worry out of covering the cost of unexpected visits to the vet with your furry family members with MetLife Pet Insurance. NAEA and Gallagher Affinity have come together to offer this benefit to members to protect your furry friends. Visit our site to get a quote today and coverage starting now.

Vision Insurance

Gallagher Affinity partnered with NAEA and MetLife to Offer low or no out-of-pocket costs for eye exams, eyeglasses and contact lenses when services are rendered by a participating provider. Visit our website to review the application and apply for Vision insurance.

Dental Insurance

Dental problems can be unpredictable and expensive. Take advantage of this opportunity to enroll in your association’s dental plan. Compare and choose the High- or Low-Option plan for coverage that meets your needs. It helps reduce your out-of-pocket expenses for dental care.

Hotel Engine is a free and exclusive members-only hotel booking platform that connects members to deeply discounted hotel rates. Find discounts at more than 400,000+ hotels globally with no contracts, annual fees or minimum spends.

IdentityIQ® provides comprehensive identity theft protection and credit monitoring services to safeguard you & your clients’ financial well-being. Features include 24/7 credit and data monitoring with real-time alerts for suspicious activity and significant credit score changes. With best-in-class 3-bureau credit reports, identity theft monitoring, and alerts for SSN, dark web, and lost wallet incidents, IdentityIQ keeps your clients informed and protected.

Ignition is a client engagement and commerce platform for professional services businesses to streamline how they engage clients and get paid.  

Businesses such as accounting and bookkeeping firms use Ignition to help them grow, be more efficient, and create win-win client relationships.  

With Ignition, you can easily win new business with impressive digital proposals, engage new and existing clients with a clear scope of work, and get paid on time by automating payment collection – all in one place.  

Ignition also connects with leading apps to run your business on autopilot and automate time-consuming tasks, such as client onboarding or invoicing. That means less admin, and more time winning and retaining clients. 

Ignition and the National Association of Enrolled Agents have partnered to help members easily stay compliant in their client engagements. NAEA members can now access the latest NAEA Engagement Letter template within Ignition’s award-winning product and receive 20% off their first year of a Pro or Scale Ignition subscription. 

Intuit Accountants focuses on helping tax and accounting professionals save time, grow their practices, and make a meaningful difference in their clients’ lives. Over 100,000 firms rely on our industry-leading software — Lacerte® Tax, ProSeries® Tax, ProConnect™ Tax, and QuickBooks®. Our innovative ecosystem of financial management solutions serves approximately 50 million customers worldwide. 

Intuit TurboTax Verified Pro is a new program designed to help independent tax professionals grow their businesses so they can focus on what they do best: helping clients keep more of their hard-earned money.

Lenovo Members of NAEA are eligible to save up to 30% off the everyday public web price of the entire line of Lenovo products, including laptops, tablets, desktops, accessories and more. Members also receive free ground shipping on all web orders and can take advantage of monthly limited-time special offers. Experience the Lenovo difference! For more information and easy ordering, call 1-800-426-7235 or visit www.lenovo.com/us/en/lsp

NovaTax is an innovative tax news and research product that is designed for practitioners in small to mid sized firms. Tracking tax law changes is simple with NovaTax. Our federal & state news and tax libraries are updated daily, written by the industry-leading editorial team at Tax Analysts®. Plus, our research platform is so easy to use you can become proficient using NovaTax in 10 minutes or less. Members receive a 15% discount for new purchases of NovaTax products.

Office Depot is a leading provider of business services, products, and digital workplace technology solutions to small, medium and enterprise businesses. Save 10% off the regular price on more than 30,000 office supplies through the Office Depot Partner Program!

Paychex is the preferred provider of human resource, payroll, and benefits outsourcing services for Enrolled Agents. NAEA members receive one month free on select payroll packages for the first year as well as a 6-month money-back satisfaction guarantee.

Pitbull Tax Software is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents, and other tax professionals involved in IRS Tax Resolutions.

Thomson Reuters Checkpoint™ is the industry leader in providing trusted answers to tax and accounting professionals — including expert research, guidance, cutting-edge technology and tools, learning, and news in a variety of formats.

RCReports offers reliable and immediate insights into Reasonable Compensation for closely held businesses. It provides tax advisors, valuators, and forensic accountants with accurate and independent calculations of Reasonable Compensation, incorporating industry, legal, IRS criteria, and proprietary salary data intelligence. By utilizing RCReports, firms can assist their clients in maintaining compliance, minimizing risk, and achieving maximum payroll tax savings. 

Our software is built on the same methodologies employed by the IRS for calculating reasonable compensation. This ensures that firms and their clients can trust the accuracy and credibility of the figures generated. RCReports provides peace of mind during the calculation process. 

 With RCReports, professionals can streamline their workflows and offer clients comprehensive and accurate insights into Reasonable Compensation. Our platform equips them with the necessary tools to provide strategic recommendations and guidance based on robust data analysis. 

Renew Group’s Firm Transformation Framework offers life-changing results to tax and accounting firm partners and owners. Our customers experience real results, not fluff, such as a 137% increase in average revenue per client with fewer hours worked. We’re with you every step of the way. Our best-in-class solution equips you with the training, tools and support to reduce your workload and command premium pricing with the right clients.

NAEA has partnered with The National Association of Registered Social Security Analysts, the nation’s leading membership organization for accountants and advisors engaged in Social Security advisory. If you want to learn more about Social Security to better serve clients, the RSSA eLearning program is for you. Become an expert Social Security Advisor – a Registered Social Security Analyst.

The RSSA eLearning program is a 5-module Social Security education program with software training.  After completing the educational program and passing the national RSSA Competency final exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. The program is approved by the IRS, NASBA, and CFP Board for CE credits. The RSSA credential is the standard of excellence in Social Security advisory and planning. Advisors learn how to help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. Learn More.

StanfordTax automates the collection and organization of tax information from clients. NAEA members get a 20% discount on all StanfordTax plans.

Surgent EA Review  NAEA members receive exclusive discounts on Surgent EA Review materials and packages including free access to the Surgent EA Review for Part 1 – Individuals. Plus, get discounts on both our Premier and Ultimate Pass review course packages for when you are ready to start studying for EA Part 2 and 3!

The Surgent Income Tax School offers comprehensive online tax courses to meet the needs of those just entering the tax profession, as well as experienced tax professionals already in the industry. NAEA members receive 15% off Comprehensive Tax Course and the Small Business I and II Tax Courses.

Tax Experts’ Corner™ – Surgent offers NAEA members and guests access to Surgent’s continuing education courses. NAEA members receive 10% off CE courses and packages.

TaxDome is a simple, powerful workspace to manage your practice: clients, jobs, documents, teams. Growing firms and solo practitioners use TaxDome to go paperless, automate admin tasks, and get paid faster. Provide a better client experience with a fully-mobile client portal in different languages.

TaxFlow is a simple and intuitive tax workflow software. Elevate beyond spreadsheets without paying for features you don’t need. Watch the TaxFlow Demo to learn more.

TaxNow is transforming how tax professionals access and manage their clients’ IRS tax data. Our cutting-edge platform simplifies the process of retrieving accurate and up-to-date tax transcripts without needing a CAF Number or IRS e-Services Account.

Designed with the insights of tax experts, TaxNow offers intuitive dashboards, proactive alerts, and efficient client onboarding tools, allowing you to stay ahead of IRS issues and streamline your client workflow. TaxNow can instantly help your practice save time, reduce stress, and enhance client service.

Tax Talk Today® – The Tax Show for the Tax Pro! is an online series of programs designed to educate all tax practitioners. Each program features lively round-table discussions and the opportunity for viewers to participate by emailing questions directly to the panelists.

TheTaxBook™ is your solution for tax research. NAEA members receive discounted pricing on all materials. Voted the number one tax reference book in America over the last nine years, TheTaxBook is known for its fast-answer format, client-friendly content, and customer satisfaction rating of 98.6%. Members always receive early-bird special pricing and free shipping. Our members can now add a subscription to TheTaxBook WebLibrary Plus when renewing their membership for only $279 ($389 Retail Price).

TheTaxBook WebLibrary Plus is an award-winning online tax research solution. Your subscription includes access to every edition of TheTaxBook as well as an extensive Government Documents library. Having the most up-to-date tax information at your fingertips is critical. Find information fast, with well-written and easy-to-understand explanations and examples. Save both time and money by using TheTaxBook WebLibrary Plus.

UPS® is one of the largest and most trusted Global shipping & logistics companies worldwide. NAEA members can save up to 40% off UPS® shipping services.

Verifyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology— a great way to store and share sensitive documents and messages with clients, colleagues and other professionals. It also includes free unlimited digital signatures. NAEA members enjoy Verifyle Pro for free!

New Verifyle Feature: Request and Receive Payments in Verifyle This new feature is normally reserved for Gold and Platinum subscribers, but NAEA members can upgrade their current Verifyle Pro account to Verifyle Pro+ which includes this feature plus more including a custom Public Upload Page for just $9/month.

Verito delivers premium managed hosting on dedicated private servers and comprehensive IT solutions for tax and accounting firms. Our approach ensures unparalleled security, superior speed, and complete data isolation – critical for sensitive financial information. We offer scalable, affordable solutions tailored to your firm’s unique needs, backed by expert remote technical support available 24/7. With Verito, you can focus on your business while we manage your technology infrastructure. Experience the difference: It just works, securely.

Wolters Kluwer is a recognized leader in the tax and accounting industry, providing the latest information impacting CPAs, tax professionals, auditors, financial planners, and other industry professionals. NAEA members can save up 25% off all selected CCH® Publications.

Xodo is a versatile and user-friendly platform for editing, signing, and managing documents. Backed by Apryse’s decades of expertise in PDF technology, it offers advanced tools for seamless document editing, legally binding e-signatures, and strong security across multiple devices. Designed to simplify workflows, Xodo enhances productivity by making document management more intuitive, efficient, and secure for both individuals and businesses.